Creating teams

Managing teams

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はじめる前に

The teams field is actually a custom field in Jira. To make this field appear in Jira issues, you'll first need to add this custom field to the screen that's being used in the corresponding Jira project.

In Jira, click or > Issues.

Click Customfields.

Find the Team field in the list of fields.

Click for the team field > Screens.

Select the screens you want to add the team field to.

[更新] をクリックします。

Each time a team is assigned to an issue in your plan, and you save this change toJira, the team field will appear in the corresponding Jira issue.

Creating teams in a plan

Portfolio for Jira lets you play with what-if scenarios, to see if any team changes have any impact on planned work.

Teams can either be private or shared across plans. The main difference here is you can assign a shared team to work across multiple plans. A private team can only be assigned work that's in the plan in which the team itself is created.

If there are no teams existing in your plan yet, you'll be prompted to start creating a team.

Sample plan, with no teams added to it yet

Note that you need the Portfolio for Jira user permission to save team changes in Jira.

Creating a private team in a plan

When creating a private team, you're essentially creating a new team for the plan. The newly created team will only exist for this specific plan.

To create a private team:

In the teams view of the plan, click + Create team. This will display the 'Create team' dialog.

Choose New private team.

Give the new private team a name.

Choose the issue source that you want to associate with the team. The issues of the selected issue source will be prioritized for this team. We recommend that you use Scrum boards. When using a Scrum board, note the following:

Portfolio for Jira can use the velocity of past sprints to determine team velocity.